by Senior Scene | Jul 1, 2026 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
OUTLIVING YOUR MONEYBy Max Valavanis, CFP® “Do I have enough money to retire?” is an often-asked question I hear. Interestingly, this question is not easy to answer. There are many variables to consider and no advisor has a crystal ball. Retiring too early does have...
by Senior Scene | Jul 1, 2026 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)
Who has to pay the bills when someone dies?By Attorney Truman Scarborough No one is obligated to pay a decedent’s debts unless he/she has agreed to be personally responsible. Payment of the decedent’s creditors is part of the probate process, with beneficiaries...
by Senior Scene | Jun 1, 2026 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
What is Probate? By Attorney Truman Scarborough This is the fifth in a series of articles on probate. When someone dies, assets titled just in the decedent’s name without beneficiaries are frozen. No one can sign for the deceased person on checks, deeds, etc. A Power...
by Senior Scene | Jun 1, 2026 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)
The Retirement Risk Nobody Wants to Talk AboutBy: Max Valavanis, CFP “I’m not going to a nursing home!” This is one of the most common phrases I hear when I meet with seniors. And I understand it. Nobody plans for long-term care, and no one wants to think about...
by Senior Scene | May 1, 2026 | Financial Advice, General Interest, Legal, Magazine, Top Story (C)
What is Probate? By Attorney Truman Scarborough This is the fourth in a series of articles on the probate process in Florida. In the prior articles we have discussed “Formal Probate”, which is required if the decedent died within the last two years and the assets to...
by Senior Scene | May 1, 2026 | Featured Article (04), Financial Advice, General Interest, Legal, Magazine
Max ValaVanis, CFPⓇ In my years helping retirees plan their finances, I am consistently faced with this priority decision: where can we achieve strong returns while minimizing risk? As any Financial Advisor can attest, this is a common question. Unfortunately, many...
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